By Paul Sankey
Published on January 25, 2026 at 4:27 PM
Greetings, Presumably you have power, if you are reading this. Good for you. I bought an emergency power pack yesterday: “Anker Portable Power Station SOLIX C300, 288Wh LiFePO4 Battery, 300W (600W Surge) 140W Two-Way Fast Charging, for Outdoor Camping, Traveling, and Emergencies (Solar Panel Optional)” so we should avoid an outage. Or get a three day outage that renders that wee power block absurdly under-sized. It cannot run a heater, for example, you need 1,000W …
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By Paul Sankey
Published on January 24, 2026 at 1:56 PM
We wrote to you regarding the world’s largest traded power market covering the world’s biggest data center cluster, Pennsylvania-Jersey-Maryland (PJM) capacity auction in mid-2025. Unsurprisingly, although sidelined by mega-headlines such as Venezuela, Iran, Greenland and Davos, there has been more controversy. And this massive ice storm is likely to further escalate the sense of crisis that is growing regarding PJM. Basically we forecast a PJM slow motion trainwreck, that will require crisis management. We predicted …
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By Paul Sankey
Published on July 27, 2025 at 8:35 PM
Let me put my arm round your shoulder and talk to you about oil markets. Because we hit a notable moment in US oil history this year: In 2025, the US became a net oil exporter to Nigeria We have a couple of nice charts on the incredible shift in US oil trade dynamics since the 1970s. Petrodollar? It appears smaller on this screen. We also check in on Iraq, which is extremely important at …
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